BCM

Buckhead Capital Management Portfolio holdings

AUM $275M
1-Year Est. Return 14.63%
This Quarter Est. Return
1 Year Est. Return
+14.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$550M
AUM Growth
+$6.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$2.79M
2
+$2.76M
3
+$2.58M
4
CPE
Callon Petroleum Company
CPE
+$1.77M
5
GME icon
GameStop
GME
+$1.66M

Top Sells

1
+$3.24M
2
+$3.18M
3
+$1.98M
4
CAT icon
Caterpillar
CAT
+$1.96M
5
MSFT icon
Microsoft
MSFT
+$1.45M

Sector Composition

1 Financials 25.12%
2 Technology 14.73%
3 Healthcare 12.73%
4 Industrials 9.48%
5 Consumer Discretionary 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.9M 2.71%
112,519
-1,135
2
$14.2M 2.57%
154,820
-990
3
$12.4M 2.25%
153,669
+6,408
4
$12.1M 2.19%
174,832
-21,036
5
$11.7M 2.12%
138,700
-1,687
6
$11.3M 2.05%
86,985
-686
7
$10.7M 1.95%
160,006
-47,552
8
$10.6M 1.92%
332,341
-4,708
9
$9.83M 1.79%
189,380
-3,200
10
$9.73M 1.77%
385,584
+15,246
11
$9.71M 1.76%
51,019
-433
12
$9.23M 1.68%
21,863
-219
13
$9.15M 1.66%
320,967
-2,825
14
$9.12M 1.66%
52,411
-524
15
$8.91M 1.62%
110,684
-1,527
16
$8.71M 1.58%
258,180
-3,532
17
$8.44M 1.53%
96,864
-847
18
$8.11M 1.47%
120,000
19
$8.11M 1.47%
258,947
-3,555
20
$7.98M 1.45%
166,689
-2,155
21
$7.95M 1.44%
140,310
22
$7.9M 1.44%
75,757
-1,341
23
$7.87M 1.43%
61,885
-824
24
$7.8M 1.42%
104,229
+6,646
25
$7.72M 1.4%
318,269
-312
1
2 3 4 5